Accounts Payable
User guides and instruction on the Accounts Payable section
By Geoff and 1 other2 authors15 articles
AP AgingThe AP Aging report breaks down the amount outstanding in approved Bills for each Vendor.
BillsCreate, approve, edit, and manage Bills in Accounts Payable from here.
AP CreditsAP Credits are used as standalone documents to reduce the Expense owed to a Vendor.
Bill Detail LinesThe Bill Detail tab under Accounts Payable>Bills>Detail aggregates all line item information entered in Bills
VendorsCreate and manage vendors in softledger
Bill DetailManage and view full detail of a single Bill from clicking into a Bill number from anywhere in SoftLedger
Vendor DetailGet full details about a Vendor, including payments made and journal lines
AP Bills Excel Bulk UploadBring Accounts Payable Bills into SoftLedger in bulk, through adding Bills details into an excel import template.
AP InboxSend PDFs of Vendor Invoices to a dedicated email address that receives and creates the AP Bill details for review automatically from the PDF
PrepaidsPrepaids represent expenses that are paid upfront for services or goods that will be used (expensed) in future accounting periods.
AP FAQs
Accounts Payable Frequently Asked Questions
How do I add a Check Number to a Payment?Add Check Numbers from your printed Checks to SoftLedger Payments to reference.
How Do I Create and Pay Bills in AP?Review this article and video for a high level overview of paying Bills in AP with SoftLedger.
How do I pay multiple bills with one batch payment?Many times when paying bills in AP, customers will pay multiple bills with one payment to that vendor.
1099 support with SoftLedgerTag and track Vendors requiring 1099 support
How do I print checks in SoftLedger?This section walks through the steps required to pay vendors by printing checks.